Our reasons for becoming financial professionals are deeply personal. We’ve repeatedly seen many friends and family struggling to find the help they need to map out their financial futures. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention — from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
As the founder and principal of Alpha Wealth Group, Tom has made it his responsibility to help investors make sense of their financial opportunities and chart a path through uncertain times. His goal is always to add value to his clients’ lives through prudent advice, plain speaking, and education. Today’s retirees are facing historic levels of volatility and longer lives in retirement. Tom helps them understand where they are now and create strategies to help them transition to a comfortable retirement lifestyle.
After working as a product development engineer at General Motors Corporation, Tom decided to embark on a career in the financial services industry in 1994. He got started at John Hancock, where he focused on insurance analysis for individuals and small businesses. His experience gave him insight into asset protection and sophisticated risk management techniques, which he now uses to help his clients plan for their futures.
In 2010, Tom founded Alpha Wealth Group with the aim of providing objective, client-centered advice. Working as an independent advisor gives him the freedom to invest time in learning about his clients’ needs. He’ll never make recommendations until he’s confident he understands their goals and dreams.
Tom is passionate about helping his clients build strong futures, and he's proud of the role his advice plays in helping them pursue their long-term goals. As part of his commitment to education and support, he hosts "The Alpha Wealth Hour" on WIND 560AM and co-hosts "This Week in Wealth" on WGN 720AM. Both radio shows provide educational forums for corporations, senior groups, and community workshops. He also regularly leads "Retirement Bootcamps" and educational seminars to help retirees and pre-retirees improve their knowledge and gain confidence in their vision of retirement.
Tom is an investment advisor representative and has Illinois life and health insurance certifications. He received his Bachelor of Science in electrical engineering from the GMI Engineering and Management Institute and an MBA from the University of Chicago.
In his free time, Tom enjoys working out and traveling. He moved to the Chicago area in 2006 and lives in Glen Ellyn with his wife, Kristen.
Christina has led the daily operations at Alpha Wealth Group since 2015. Prior to that, she held executive sales positions at some of the best-known Fortune 500 companies.
She’s the first friendly face you’ll see when you walk through our doors and is a consummate professional when it comes to client service. You can be sure that all transactions will be accurate and completed quickly.
When she’s not at the office, Christina enjoys reading, music, theater, working out, and spending time with family and friends.
Nancy is the newest addition to the Alpha Wealth Group family, having joined in 2022. She’s charged with building awareness of the firm’s services and increasing engagement.
After graduating from the College of Communications at the University of Illinois, Nancy went on to earn her master's degree in advertising at Northwestern University’s Medill School of Journalism. As an advertising manager, she worked with several clients in the insurance and financial services industries. What she enjoys most about her current role is preparing content that helps educate pre-retirees about the best ways to prepare for retirement.
Outside of work, Nancy enjoys cooking, reading, writing, and singing with a local community choir.
Charles, also known as Charley, helps to customize your experience by asking the right questions when you fill out a form on our website or call in from the radio shows. His inquiries ensure you’ll have a more productive session when you meet with Tom. Charley will also give you access to the many financial reports and resources we’ve put together for your benefit. Ask him anything, and he’ll get you the answers you need.
Charley graduated from Central Michigan University with a degree in business administration and majors in marketing and psychology. He’s licensed for both life and health insurance, and he also has his real estate license. Charley has been working with his brother (yes, he is a relative!) at Alpha Wealth Group since 2019.
When he’s not at work, Charley enjoys spending time with his three boys. Some of his favorite hobbies include weightlifting, gardening, and eating good food!
Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses on your needs, wants, and long-term goals.
Our team of professionals has years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
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